Cambridge Associates

has helped increase and strengthen the portfolio’s allocation to U.S. alternative assets. Before hiring Cambridge Associates, the family was short of their policy target of 10% in U.S. private equity and venture capital. To bolster their U.S. presence, the family chose to work with Cambridge Associates rather than build out their own family office in the U.S. Since the inception of the relationship, Cambridge Associates has helped the family build new relationships with top performing venture capital and private equity managers. The family is currently at its allocation target and has a diversified alternative asset program that is substantially outperforming benchmarks.

sale of a service-sector stock, Cambridge Associates provides comprehensive advisory services. Cambridge Associates first developed a collective investment strategy and a decision-making model that benefited the family as a whole, while still considering the generational differences. Cambridge Associates recommended the use of a series of investment pools that helped the family achieve scale while allowing for flexibility among the generations to adjust their asset allocation to reflect differing time horizons and preferences. This engagement involved significant education to bolster the family members’ knowledge of investments and enable them to make well-informed decisions. Cambridge Associates continues to serve this family in a highly proactive manner to oversee their investments and adjust the portfolio as needed for generational shifts.